Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: PRIVATE CAPITAL GROUP LLC Service code 27 29 S MAIN ST · WEST HARTFORD, CT 06107 | Advisory (Plan) | $28,500 |
FEDERMAN LALLY & REMIS, LLC4+ years Service code 10 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Accounting | $16,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,183 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $905 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,384 | $65,118-27.2% | $76,767-38.3% | $55,725-15.0% |
| Participation rate | 96.9% | 79.6%+17.3pp | 77.0%+19.9pp | 70.9%+26.0pp |
| Annual return | -5.58% | -1.27%-4.3pp | 2.43%-8.0pp | 244.93%-250.5pp |
| Employer contribution / active EE | $822 | $1,941-57.6% | $2,485-66.9% | $2,078-60.4% |
| Participant deferral / active EE | $2,895 | $3,688-21.5% | $3,852-24.8% | $3,356-13.7% |
| Admin fee / account holder | $126 | $116+9.1% | $6,675-98.1% | $115+9.7% |